First Republic Investment Management, Inc. Schwab Strategic Tr Us Dividen Transaction History

First Republic Investment Management, Inc.

  • $34.7 Billion
  • Q3 2023

A detailed history of First Republic Investment Management, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 659,633 shares of SCHD stock, worth $50.9 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
659,633
Previous 670,184 1.57%
Holding current value
$50.9 Million
Previous $48.7 Million 4.1%
% of portfolio
0.13%
Previous 0.25%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 07, 2023
SELL
$70.63 - $75.66 $745,217 - $798,288
-10,551 Reduced 1.57%
659,633 $46.7 Million
Q2 2023

Jul 28, 2023
SELL
$69.18 - $73.94 $39.8 Million - $42.5 Million
-574,997 Reduced 46.18%
670,184 $48.7 Million
Q1 2023

May 11, 2023
BUY
$70.28 - $78.03 $16.1 Million - $17.8 Million
228,642 Added 22.49%
1,245,181 $91.1 Million
Q4 2022

Feb 13, 2023
BUY
$73.08 - $79.06 $2.59 Million - $2.8 Million
35,422 Added 3.61%
1,016,539 $76.8 Million
Q3 2022

Nov 03, 2022
BUY
N/A
147,074 Added 17.63%
981,117 $65.2 Million
Q2 2022

Aug 16, 2022
BUY
N/A
159,224 Added 23.6%
834,043 $59.7 Million
Q1 2022

May 16, 2022
BUY
N/A
181,797 Added 36.87%
674,819 $53.2 Million
Q4 2021

Feb 09, 2022
BUY
N/A
170,339 Added 52.79%
493,022 $39.9 Million
Q3 2021

Nov 12, 2021
BUY
N/A
41,204 Added 14.64%
322,683 $24 Million
Q2 2021

Aug 16, 2021
BUY
N/A
194,054 Added 221.97%
281,479 $21.3 Million
Q1 2021

May 14, 2021
BUY
N/A
3,633 Added 4.34%
87,425 $6.38 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-2,060 Reduced 2.4%
83,792 $5.37 Million
Q3 2020

Nov 12, 2020
SELL
N/A
-1,774 Reduced 2.02%
85,852 $4.75 Million
Q2 2020

Aug 13, 2020
BUY
N/A
8,321 Added 10.49%
87,626 $4.54 Million
Q1 2020

May 13, 2020
SELL
N/A
-184,681 Reduced 69.96%
79,305 $3.57 Million
Q4 2019

Feb 14, 2020
BUY
N/A
8,005 Added 3.13%
263,986 $15.3 Million
Q3 2019

Nov 08, 2019
BUY
N/A
44,985 Added 21.32%
255,981 $14 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-12,833 Reduced 5.73%
210,996 $11.2 Million
Q1 2019

Apr 30, 2019
BUY
N/A
24,862 Added 12.5%
223,829 $11.7 Million
Q4 2018

Feb 12, 2019
SELL
N/A
-14,777 Reduced 6.91%
198,967 $9.35 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-46,148 Reduced 17.76%
213,744 $11.3 Million
Q2 2018

Aug 14, 2018
BUY
N/A
146,131 Added 128.45%
259,892 $12.8 Million
Q1 2018

May 10, 2018
SELL
N/A
-9,072 Reduced 7.39%
113,761 $5.58 Million
Q4 2017

Feb 09, 2018
BUY
N/A
4,345 Added 3.67%
122,833 $6.29 Million
Q3 2017

Nov 14, 2017
BUY
N/A
118,488
118,488 $5.55 Million

Others Institutions Holding SCHD

# of Institutions
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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